Hughes Financial Services offers portfolio management services through a wrap-fee program called HFS Institutional Management. This program provides asset management and brokerage services for one all-inclusive fee. Hughes Financial Services also offers financial planning services as part of their portfolio management. They may recommend unaffiliated investment managers for a portion of a client's portfolio.
Assets Under Management$760M
Clients840
Advisors7
Avg. per Client$900K
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.15% |
| $250K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
In special circumstances, Hughes Financial Services may negotiate a lesser management fee based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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